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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $121,228 | $62,586+93.7% | $76,766+57.9% | $64,181+88.9% |
| Participation rate | 100.0% | 72.8%+27.2pp | 77.0%+23.0pp | 69.6%+30.4pp |
| Annual return | -3.07% | -1.95%-1.1pp | 2.43%-5.5pp | 7.63%-10.7pp |
| Employer contribution / active EE | $2,903 | $1,832+58.5% | $2,485+16.8% | $2,381+21.9% |
| Participant deferral / active EE | $0 | $3,145-100.0% | $3,851-100.0% | $3,470-100.0% |
| Admin fee / account holder | $3,453 | $4,667-26.0% | $6,675-48.3% | $4,887-29.4% |